Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Diversified Banks6.48%-1.30 ppTransaction & Payment Processing Services2.12%+0.42 ppInvestment Banking & Brokerage1.16%-0.41 ppAsset Management & Custody Banks0.85%-0.31 ppRegional Banks0.58%-0.17 ppInsurance Brokers0.63%+0.10 ppProperty & Casualty Insurance1.27%+0.09 ppLife & Health Insurance0.84%-0.06 ppFinancial Exchanges & Data1.04%+0.06 ppMulti-line Insurance0.39%-0.03 ppConsumer Finance0.93%-0.02 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.85%
Industry change · 12M
-0.31 pp
Asset Management & Custody Banks · contribution
-0.314 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2019 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| BNY Mellon → BNY | United States | $40.9bn | 0.238% | -0.052 pp | -0.098 pp | -20.3% | Yes |
| State Street Corporation → STT | United States | $20.6bn | 0.120% | -0.038 pp | -0.093 pp | -41.1% | No |
| T. Rowe Price → TROW | United States | $23.9bn | 0.139% | +0.002 pp | -0.039 pp | -14.4% | Yes |
| Northern Trust → NTRS | United States | $18.6bn | 0.108% | -0.010 pp | -0.032 pp | -14.7% | Yes |
| Invesco → IVZ | United States | $7.8bn | 0.046% | +0.001 pp | -0.022 pp | -24.3% | Yes |
| Franklin Resources → BEN | United States | $16.2bn | 0.094% | -0.002 pp | -0.016 pp | -2.2% | Yes |
| Ameriprise Financial → AMP | United States | $18.5bn | 0.108% | +0.004 pp | -0.014 pp | +2.4% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.